CIK: 0001858782
申告総資産額
$7.2億
上位200銘柄を表示中（全222銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CTOS | Custom Truck One Source INC | 株式-その他 | 6.90% | +2.02% | +48.53% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.32% | -0.02% | -0.91% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.27% | -0.30% | +2.94% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.90% | -0.24% | -1.03% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.37% | -0.08% | +1.64% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.81% | -0.40% | -1.79% | |
| 7 | PLTR | Palantir Technologies Inc-a | 株式-IT | 3.52% | -0.87% | -6.97% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.50% | +0.06% | +9.16% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.42% | — | +2.20% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 3.29% | -0.33% | +4.65% | |
| 11 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 2.88% | +0.04% | -0.29% | |
| 12 | UBER | Uber Technologies INC | 株式-資本財 | 2.63% | -0.04% | +2.29% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.53% | -0.21% | +2.01% | |
| 14 | AVDE | Avantis International Equity | ETF-その他 | 2.16% | -0.25% | +6.10% | |
| 15 | AMD | Advanced Micro Devices | 株式-IT | 1.92% | +1.50% | -10.24% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.91% | -0.19% | +1.26% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.89% | -0.26% | -1.26% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.77% | -0.16% | +2.78% | |
| 19 | PANW | Palo Alto Networks INC | 株式-IT | 1.40% | +0.81% | +14.03% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.30% | -0.08% | +3.22% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.20% | -0.10% | +4.93% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.94% | — | +9.34% | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.92% | — | +79.69% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.92% | — | +2.60% | |
| 25 | CLX | Clorox Company | 株式-生活必需品 | 0.88% | +0.32% | +47.23% | |
| 26 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.86% | — | +44.94% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | -0.02% | +14.64% | |
| 28 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.79% | +0.02% | +1.06% | |
| 29 | MMM | 3m Co | 株式-資本財 | 0.77% | — | -3.33% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.67% | — | -3.17% | |
| 31 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.66% | — | -2.14% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | — | +0.65% | |
| 33 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.62% | -0.03% | +8.51% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | — | -0.84% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.59% | +0.01% | -2.82% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | — | +17.17% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.56% | — | +18.09% | |
| 38 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.55% | — | +21.99% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.52% | — | -0.22% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.52% | — | +5.59% | |
| 41 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.51% | -0.29% | +20.28% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.51% | — | — | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | — | +19.80% | |
| 44 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.50% | +0.12% | +1495.00% | |
| 45 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.47% | — | -6.35% | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.44% | — | +2.66% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.37% | — | -2.71% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.36% | +0.05% | — | |
| 49 | ASML | ASML Holding N.V. | 株式-IT | 0.36% | +0.05% | -12.07% | |
| 50 | NOW | Servicenow INC | 株式-IT | 0.34% | +0.08% | +1995.00% |